How to Add Users to Groups in DoExam

Introduction

In DoExam, users who have joined together for a shared goal are called a group, and the process of adding users to these groups is called membership. Please refer to this article for a better understanding of the differences between users, groups, and members.

In DoExam, you can create users and add them to your desired groups at the same time. In this article, you will learn how to add users to groups through the Groups menu.

Note: You can also add a user to a group through the Users menu while creating the user, as well as through the exam sharing link.

Accessing the Group Page

To access this section, click the Groups option in the fixed menu on the side of the page.

Adding Users to Groups

After accessing the Groups page, there are several ways you can add users to your desired groups.

The Single Member Option

You can use this option to add existing users who are already registered in DoExam to the desired group. To access the Add Member page, you can choose one of the following ways:

1. Enter the desired group page and click on the Members button at the top to access the group's members page. Then, click the Add button at the top of the page and select Single Member.
   
2. Click the three-dot icon (More Options) on the group card and select Add Single Member.
   
3. Click the Add button at the top of the page of your desired group and select Single Member.
   

After choosing one of the ways above, on the Add Member page, enter part of the first or last name of the desired user in the search box. Here, at least three characters are required to get search results. To select the desired user(s) and their accesses, click on the checkbox next to the user's name.

Note: If a user has been previously added to this group, there will be no checkbox next to the user’s name.

The Bulk Members Option

You can use this option to create and add a number of users to one or multiple groups at the same time. To use this option, prepare a CSV file containing the following fields:

1. username
2. firstName
3. lastName
4. password
5. email
6. mobileNumber
7. image
8. groups
   

Notes:

1. The column headers in the CSV file must exactly match the titles above.
   
2. Providing all of the information is mandatory, except for email, mobile number, image, and groups.
   
3. The username field must include valid characters, without spaces, an "at" symbol, or any other invalid characters.
   
4. The email field must be valid, and the format should be correctly followed.
   
5. The mobile number must be complete, starting with the country code and including its initial zero.
   
6. To add a user to multiple groups, you have to enter the External IDs of those groups one after the other under the “groups” column and separate them with semicolons. If you leave this column blank, users will be added to the current group on which you are on its page.

After creating the file, choose one of the following ways to add users to multiple groups: 

1. Click on the Add button, which is visible at the top of the page of all groups. Then, select Bulk Members from the available options.
   
2. Click on the Members option at the top of the page of all groups. This option is also available by clicking the three-dot icon (More Options) on the group card and selecting Manage Members. Both options will direct you to the member’s page of that group. Then, you can click the Add button and choose Bulk Members. 
   

After choosing one of the ways above, and on the Upload Member page, choose the CSV file you’ve created. If your file has any errors at this stage, the number of errors will be displayed in the Upload Summary section. By clicking on This Link, you can download your file along with error records and their explanations, fix them, and upload the file again. Otherwise, even if your file has errors, users whose information is correct will be recognized as Valid Users, and by clicking the Create button, these users will be created and added to the corresponding groups.

 The Get Link Option

With this option, users who are already registered in DoExam will be directly added to the desired group after logging in. Otherwise, with access to the group link, the user must first register in DoExam and then, immediately after logging in, become a member of the desired group.

To obtain the group link, click the three-dot icon (More Options) on the group card and select Get Link. The group link is then saved to your clipboard, which you can share with the desired users.

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